Amid market concerns that major memory firms have been gradually scaling down their legacy NAND production, the reports from Business Korea and Sedaily, citing Korea Customs Service data, validate the worries. In the fourth quarter of 2024, South Korea's NAND flash exports dropped 13.1% year-over-ye...

On January 13, the Biden administration issued new restrictions on the export of AI chips, aiming to block rivals like China from accessing advanced technology. Notably, India, a strategic partner of the U.S., is excluded from the list of 18 countries that are granted unrestricted access to advan...

On January 16, TSMC held its earnings call, during which Chairman and CEO C.C. Wei provided insights into the continued growth in AI demand. As reported by TechNews, Wei underscored that AI demand is expected to remain strong through 2025, positioning it as a key revenue driver for TSMC in the ye...

Shortly after Biden’s latest announcement on the chip export control targeting processors made on 14nm, 16nm, or more cutting-edge nodes, TSMC’s Chairman C.C. Wei claimed that the impact would be “manageable” at the foundry giant’s earnings call today. C.C. Wei noted that though TSMC ha...

TSMC held its Q4 earnings call today (16th), reporting an EPS for 2024 that exceeded expectations, reaching NT$45.25 (USD 1.41). For the 2025 financial outlook, TSMC forecasts Q1 revenue to range between USD 25 billion and USD 25.8 billion, with a gross margin of 57-59% and an operating margin of...